3 hedge funds and family offices disclose a SOFI position in their latest SEC 13F filing — combined $64.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 3,836,003 | $60.9M | 0.47% | 2026-03-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 117,450 | $3.1M | 0.01% | 2025-12-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 6,450 | $169K | 0.03% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SOFI. The largest disclosed position is Cathie Wood at $60.9M (0.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SOFI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a SOFI position in their latest SEC 13F filing — combined $64.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 3,836,003 | $60.9M | 0.47% | 2026-03-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 117,450 | $3.1M | 0.01% | 2025-12-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 6,450 | $169K | 0.03% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SOFI. The largest disclosed position is Cathie Wood at $60.9M (0.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SOFI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
